SIP
DFSE

Sellwood Investment Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Sellwood Investment Partners’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Sell
6,619
-1,065
-14% -$50.9K 0.11% 36
2026
Q1 		$326K Hold
7,684
– – 0.13% 34
2025
Q4 		$319K Hold
7,684
– – 0.12% 33
2025
Q3 		$316K Buy
7,684
+423
+6% +$16.7K 0.13% 35
2025
Q2 		$276K Buy
+7,261
New +$255K 0.13% 30

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Sellwood Investment Partners's DFSE Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 14% in Q2 2026, selling an estimated $50.9K and leaving 6,619 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #36.

Sellwood Investment Partners first reported a position in DFSE in Q2 2025 and has held it in 5 quarters since. The position peaked at $326K in Q1 2026. 92 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Sellwood Investment Partners held 6,619 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $324K as of Q2 2026.
  • Sellwood Investment Partners sold 1,065 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $50.9K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.11% of Sellwood Investment Partners's portfolio in Q2 2026, its #36 holding.
  • Sellwood Investment Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • Sellwood Investment Partners's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $326K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.